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Universal Banker I

  2025-08-25     First Foundation     Indian Wells,CA  
Description:

This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities:Working knowledge and understanding of all bank products and services. Supports achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)Generates new business to assist in meeting established production and profitability goals of the branch. Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet ou...Universal Banker, Banker, Banking, Sales, Client


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